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777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-12-03 |
Branch Locations
777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
Oakland, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abd Insurance And Financial Services, Inc. | San Mateo | CA | 07/2012 | Present |
| Newfront Retirement Services, Inc. | San Francisco | CA | 05/2013 | Present |
ABD Insurance and Financial Services, Inc. since 07/2012. Insurance Agent. 777 Mariners Island Blvd, Suite 250 San Mateo, CA. Insurance Services. Duties: Sales/Service/Consulting. Less than one hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-05 |
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